N.E.W. Advisory Services LLC Dimensional ETF Tr Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 137,847 shares of DFIV stock, worth $6.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

137,847

Previous 145,243 5.09%

Holding current value

$6.6 Million

Previous $6.22 Million 2.2%

% of portfolio

0.57%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$42.66 - $46.53 $315,513 - $344,135	-7,396 Reduced 5.09%	137,847 $6.36 Million
Q2 2025 Aug 18, 2025	SELL	$34.67 - $43.21 $782,917 - $975,768	-22,582 Reduced 13.46%	145,243 $6.22 Million
Q1 2025 May 07, 2025	SELL	$35.33 - $40.77 $1.3 Million - $1.5 Million	-36,804 Reduced 17.99%	167,825 $6.61 Million
Q4 2024 Jan 23, 2025	SELL	$34.86 - $37.97 $2.54 Million - $2.77 Million	-72,834 Reduced 26.25%	204,629 $7.26 Million
Q3 2024 Oct 31, 2024	SELL	$34.66 - $38.38 $702,454 - $777,847	-20,267 Reduced 6.81%	277,463 $10.6 Million

Q2 2024 Aug 02, 2024	SELL	$35.5 - $38.02 $5.58 Million - $5.98 Million	-157,305 Reduced 34.57%	297,730 $10.7 Million
Q1 2024 Apr 24, 2024	BUY	$33.15 - $36.75 $417,922 - $463,307	12,607 Added 2.85%	455,035 $16.7 Million
Q4 2023 Feb 06, 2024	BUY	$30.86 - $34.46 $590,783 - $659,702	19,144 Added 4.52%	442,428 $15.2 Million
Q3 2023 Nov 03, 2023	BUY	$32.1 - $34.42 $815,853 - $874,818	25,416 Added 6.39%	423,284 $13.8 Million
Q2 2023 Aug 04, 2023	BUY	$31.45 - $33.77 $31,418 - $33,736	999 Added 0.25%	397,868 $13.1 Million
Q1 2023 May 10, 2023	SELL	$30.43 - $33.38 $257,833 - $282,828	-8,473 Reduced 2.09%	396,869 $12.8 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $1.56 Million - $1.87 Million	60,247 Added 17.46%	405,342 $12.3 Million
Q3 2022 Nov 10, 2022	BUY	$25.71 - $30.57 $8.87 Million - $10.5 Million	345,095 New	345,095 $8.89 Million

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC Dimensional ETF Tr Transaction History